Due Diligence of Trust-Owned Life Insurance

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Publisher :
ISBN 13 : 9781634259781
Total Pages : pages
Book Rating : 4.2/5 (597 download)

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Book Synopsis Due Diligence of Trust-Owned Life Insurance by : Richard Weber

Download or read book Due Diligence of Trust-Owned Life Insurance written by Richard Weber and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: Life insurance properly acquired and actively managed is one of the best long-term solutions to assuring financial liquidity at death. Due Diligence of Trust-Owned Life Insurance is an impactful and timely resource for any attorney who wishes to safely guide their clients through what can be a confusing maze of life insurance policies sold in today's market.Why is this book so necessary? Recently, numerous class action lawsuits have been brought against life insurance companies by disgruntled policy owners due to failed policy performances. Many buyers who relied on the projected values contained in sales illustrations at the time of purchase are now experience serious buyer's remorse. Estate planning attorneys are often asked by clients to attend meetings with agents to help guide clients in making the right decisions, making it essential that counsel can decipher, understand, and explain the language in and differences among life insurance policy contracts.Due Diligence of Trust-Owned Life Insurance clearly explains policy provisions and details in an understandable fashion, making important decision-making criteria is finally accessible to the practitioner. At the same time, it also includes a rigorous treatment of key insurance contract provisions to help attorneys understand how different contract details can materially impact their clients. Topics include: The Uniform Prudent Advisor ActPolicy options and ridersInherent risks in life insurance productsHow to choose ideal policy stylesReading a non-guaranteed universal life illustrationPremium financingTrustee involvement and acceptance, and moreTo illustrate this challenging material, the authors include graphs and charts as well as sample forms and schedules. Additional material includes a glossary of terms and the rating systems of the five major rating agencies.Whether you are a newly appointed trustee--or one who has been acting in that role for many years--if any of these statements are true for you, you will find this book a valuable resource. This concise and useful guide has been written in collaboration with insurance agents, actuaries, attorneys, and others with requisite expertise and the focus has the personal trustee in mind.

Due Diligence of Trust-owned Life Insurance

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Publisher :
ISBN 13 : 9781634259774
Total Pages : pages
Book Rating : 4.2/5 (597 download)

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Book Synopsis Due Diligence of Trust-owned Life Insurance by : John Resnick

Download or read book Due Diligence of Trust-owned Life Insurance written by John Resnick and published by . This book was released on 2018-02 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Life Insurance Products, Illustrations, and Due Diligence

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Publisher :
ISBN 13 :
Total Pages : 116 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Life Insurance Products, Illustrations, and Due Diligence by : Richard Allen Schwartz

Download or read book Life Insurance Products, Illustrations, and Due Diligence written by Richard Allen Schwartz and published by . This book was released on 1989 with total page 116 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Insurance Trust, a Manual for Attorneys and Life Underweiters

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Publisher :
ISBN 13 :
Total Pages : 112 pages
Book Rating : 4.:/5 (2 download)

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Book Synopsis Insurance Trust, a Manual for Attorneys and Life Underweiters by : Charles Alison Scully

Download or read book Insurance Trust, a Manual for Attorneys and Life Underweiters written by Charles Alison Scully and published by . This book was released on 1927 with total page 112 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning with Life Insurance

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Publisher : CCH Canadian Limited
ISBN 13 : 9781553679530
Total Pages : 290 pages
Book Rating : 4.6/5 (795 download)

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Book Synopsis Estate Planning with Life Insurance by : Glenn R. Stephens

Download or read book Estate Planning with Life Insurance written by Glenn R. Stephens and published by CCH Canadian Limited. This book was released on 2008 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Wealth Advisors Guide to Life Insurance

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Publisher : Outskirts Press
ISBN 13 : 1977212417
Total Pages : 81 pages
Book Rating : 4.9/5 (772 download)

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Book Synopsis The Wealth Advisors Guide to Life Insurance by : Michael Brohawn

Download or read book The Wealth Advisors Guide to Life Insurance written by Michael Brohawn and published by Outskirts Press. This book was released on 2019-06-05 with total page 81 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth advisors looking to gain a better understanding of the proper selection, use, and management of life insurance agree The Wealth Advisors Guide to Life Insurance is the concise handbook they have been looking for. As one advisor said, it "deserves a place in every wealth advisor's reference library.” Easy to read the book “takes a complicated subject and makes it easy to digest.” Written by an industry expert who has managed life insurance for fiduciaries nationwide for over a decade, the book will be an “essential resource” for you providing the knowledge you need to help your clients maximize the benefits of life insurance. As one industry expert said after reading the book…”there are other fine books on life insurance…but none as concise and readable.” For more information about the book and its author, you can visit MichaelBrohawn.com.

The Irrevocable Life Insurance Trust

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Publisher : American Bar Association
ISBN 13 : 9781616328979
Total Pages : 0 pages
Book Rating : 4.3/5 (289 download)

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Book Synopsis The Irrevocable Life Insurance Trust by : Lawrence Brody

Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Understand the essential elements of both a single life policy irrevocable life insurance trust and survivorship policy irrevocable life insurance trust in order to meet your clients' estate planning needs. This concise primer offers a step-by-step guide to these trusts and includes sample trust forms and documents to adapt for your practice. Includes sample forms for a both types of irrevocable life insurance trusts along with notes to the drafter for each type of trust; forms also on CD-ROM.

The Advisor's Guide to Life Insurance

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Publisher : American Bar Association
ISBN 13 : 9781616321079
Total Pages : 0 pages
Book Rating : 4.3/5 (21 download)

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Book Synopsis The Advisor's Guide to Life Insurance by : Harold D. Skipper

Download or read book The Advisor's Guide to Life Insurance written by Harold D. Skipper and published by American Bar Association. This book was released on 2011 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you ever felt overwhelmed by the complexities of life insurance or when advising a client about a purchase? This clearly written guide provides information essential to the exercise of due care for the purchase and retention of life insurance policies. Major life insurance terms are clearly explained, and information is organized starting with the insurance purchase and assessing a company's financial strength. It also features a common-sense explanation of fundamentals and how to determine the appropriate policy.

Living Trusts

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Publisher :
ISBN 13 :
Total Pages : 552 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Living Trusts by : Gilbert Thomas Stephenson

Download or read book Living Trusts written by Gilbert Thomas Stephenson and published by . This book was released on 1937 with total page 552 pages. Available in PDF, EPUB and Kindle. Book excerpt:

A Practical Guide to Drafting Irrevocable Life Insurance Trusts

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Publisher : American Law Institute-American Bar Association(ALI-ABA)
ISBN 13 : 9780831814175
Total Pages : 365 pages
Book Rating : 4.8/5 (141 download)

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Book Synopsis A Practical Guide to Drafting Irrevocable Life Insurance Trusts by : Sebastian V. Grassi

Download or read book A Practical Guide to Drafting Irrevocable Life Insurance Trusts written by Sebastian V. Grassi and published by American Law Institute-American Bar Association(ALI-ABA). This book was released on 2003-04 with total page 365 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Irrevocable Life Insurance Trust

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Publisher :
ISBN 13 : 9781641055161
Total Pages : pages
Book Rating : 4.0/5 (551 download)

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Book Synopsis The Irrevocable Life Insurance Trust by : Lawrence Brody

Download or read book The Irrevocable Life Insurance Trust written by Lawrence Brody and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: "This volume provides sample forms for use by the drafting attorney for trusts. The drafting attorney is referred to relevant portions of companion volumes in The Insurance Counselor series. Forms are accompanied by "plain English" outlines designed to provide non-technical guidance"--

Business Buy-sell Agreements

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Publisher :
ISBN 13 :
Total Pages : 752 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Business Buy-sell Agreements by : Edward D. Giacomini

Download or read book Business Buy-sell Agreements written by Edward D. Giacomini and published by . This book was released on 1991 with total page 752 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Getting your affairs in order

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Publisher :
ISBN 13 :
Total Pages : 12 pages
Book Rating : 4.:/5 (319 download)

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Book Synopsis Getting your affairs in order by :

Download or read book Getting your affairs in order written by and published by . This book was released on 2004 with total page 12 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Model Rules of Professional Conduct

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Publisher : American Bar Association
ISBN 13 : 9781590318737
Total Pages : 216 pages
Book Rating : 4.3/5 (187 download)

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Book Synopsis Model Rules of Professional Conduct by : American Bar Association. House of Delegates

Download or read book Model Rules of Professional Conduct written by American Bar Association. House of Delegates and published by American Bar Association. This book was released on 2007 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.

Standard for Automatic Exchange of Financial Account Information in Tax Matters, Second Edition

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Publisher : OECD Publishing
ISBN 13 : 9264267999
Total Pages : 324 pages
Book Rating : 4.2/5 (642 download)

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Book Synopsis Standard for Automatic Exchange of Financial Account Information in Tax Matters, Second Edition by : OECD

Download or read book Standard for Automatic Exchange of Financial Account Information in Tax Matters, Second Edition written by OECD and published by OECD Publishing. This book was released on 2017-03-27 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: This publication contains the following four parts: A model Competent Authority Agreement (CAA) for the automatic exchange of CRS information; the Common Reporting Standard; the Commentaries on the CAA and the CRS; and the CRS XML Schema User Guide.

The White Coat Investor

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Publisher : White Coat Investor LLC the
ISBN 13 : 9780991433100
Total Pages : 160 pages
Book Rating : 4.4/5 (331 download)

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Book Synopsis The White Coat Investor by : James M. Dahle

Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Bank On Yourself

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Publisher : Vanguard
ISBN 13 : 0786745347
Total Pages : 258 pages
Book Rating : 4.7/5 (867 download)

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Book Synopsis Bank On Yourself by : Pamela Yellen

Download or read book Bank On Yourself written by Pamela Yellen and published by Vanguard. This book was released on 2010-03-23 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.